Wealthstreet Investment Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-30,325
| Closed | -$1.54M | – | 250 |
|
|
2021
Q1 | $1.54M | Hold |
30,325
| – | – | 0.15% | 136 |
|
|
2020
Q4 | $1.16M | Sell |
30,325
-1,435
| -5% | -$55.1K | 0.12% | 154 |
|
|
2020
Q3 | $825K | Hold |
31,760
| – | – | 0.09% | 168 |
|
|
2020
Q2 | $1.06M | Sell |
31,760
-246
| -0.8% | -$8.17K | 0.13% | 139 |
|
|
2020
Q1 | $698K | Sell |
32,006
-2,946
| -8% | -$64.2K | 0.1% | 155 |
|
|
2019
Q4 | $2.65M | Hold |
34,952
| – | – | 0.31% | 77 |
|
|
2019
Q3 | $2.5M | Hold |
34,952
| – | – | 0.32% | 72 |
|
|
2019
Q2 | $2.41M | Sell |
34,952
-492
| -1% | -$33.9K | 0.31% | 76 |
|
|
2019
Q1 | $2.48M | Sell |
35,444
-1,477
| -4% | -$103K | 0.33% | 74 |
|
|
2018
Q4 | $2.3M | Buy |
36,921
+1,477
| +4% | +$92K | 0.32% | 76 |
|
|
2018
Q3 | $2.4M | Hold |
35,444
| – | – | 0.3% | 80 |
|
|
2018
Q2 | $2.48M | Hold |
35,444
| – | – | 0.33% | 76 |
|
|
2018
Q1 | $2.02M | Buy |
35,444
+1,478
| +4% | +$84.1K | 0.25% | 97 |
|
|
2017
Q4 | $1.82M | Buy |
+33,966
| New | +$1.82M | 0.22% | 106 |
|